We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

2,614 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,053 increasing their positions, 1,120 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 126

4% more call options, than puts

Call options by funds: $3.49B | Put options by funds: $3.35B

1% less funds holding

Funds holding: 2,6312,614 (-17)

3% less capital invested

Capital invested by funds: $173B → $167B (-$6.02B)

6% less repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 1,120

2.69% less ownership

Funds ownership: 69.9%67.22% (-2.7%)

21% less funds holding in top 10

Funds holding in top 10: 529419 (-110)

Holders
2,614
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.6%
Holding in Top 10
419
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.79%
% of All Funds
8.59%
New
137
Increased
1,053
Reduced
1,120
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M
Name Holding Trade Value Shares
Change
Change in
Stake
VNB
2301
Virginia National Bank
Virginia
$345K -$11K -60 -3%
BDF
2302
Black Diamond Financial
Maryland
$345K -$1.1K -6 -0.3%
SQA
2303
Simon Quick Advisors
New Jersey
$344K +$5.48K +30 +2%
WIP
2304
Wellesley Investment Partners
Massachusetts
$343K -$9.5K -52 -3%
BG
2305
Bollard Group
Massachusetts
$339K +$183K +1,000 +111%
PW
2306
Peninsula Wealth
California
$337K +$103K +565 +43%
ZB
2307
Zions Bancorporation
Utah
$335K -$257K -1,405 -43%
AAS
2308
Annex Advisory Services
Wisconsin
$335K -$9.86K -54 -3%
SCM
2309
Stonehearth Capital Management
Massachusetts
$334K +$317K +1,738 New
BIA
2310
BHK Investment Advisors
Alabama
$332K
KLWA
2311
Kelly Lawrence W & Associates
California
$330K
DAM
2312
Diamant Asset Management
Connecticut
$329K +$21.9K +120 +7%
CRIG
2313
Charter Research & Investment Group
Connecticut
$328K -$493K -2,700 -59%
PIM
2314
Progressive Investment Management
Oregon
$323K -$20.8K -114 -6%
AIA
2315
Alera Investment Advisors
Illinois
$323K -$8.22K -45 -2%
CCP
2316
Clarkston Capital Partners
Michigan
$323K -$4.93K -27 -1%
RB
2317
Rodgers Brothers
Pennsylvania
$321K -$65K -356 -17%
TWP
2318
Tempus Wealth Planning
California
$321K
WQ
2319
Wealth Quarterback
New Jersey
$321K +$89.7K +491 +38%
DLHL
2320
Donald L. Hagan LLC
Florida
$320K
AIFAIM
2321
American Institute for Advanced Investment Management
Arizona
$319K
KPWG
2322
KFA Private Wealth Group
Virginia
$318K -$13.7K -75 -4%
TFO
2323
Tarbox Family Office
California
$318K +$37.6K +206 +13%
CFSG
2324
Clark Financial Services Group
Missouri
$316K +$211K +1,158 New
SRC
2325
Sage Rhino Capital
California
$315K +$21.2K +116 +7%

BRK.B Hedge Fund Activity: Q2 2020 in Review

2,614 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2020, worth a combined $167B — down 3.5% from $173B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new BRK.B positions and 126 closed out — a net gain of 11 holders — while 1,053 added to existing stakes and 1,120 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Osaic Holdings, cutting an estimated $3.83B.

  • 2,614 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2020, down from 2,631 in Q1 2020.
  • Funds reported $167B of Berkshire Hathaway Class B stock for Q2 2020, down 3.5% quarter-over-quarter.
  • 137 funds opened new Berkshire Hathaway Class B positions in Q2 2020 and 126 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2020 was Capital World Investors, an estimated $1.32B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2020 was Osaic Holdings, an estimated $3.83B sold.

Based on aggregated 13F filings for Q2 2020.